Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Regulatory Onboarding, Brochure

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Regulatory Onboarding, Brochure

Fenergo Regulatory Client Onboarding provides a single integrated platform that enables financial institutions to onboard new clients or new products efficiently in compliance with a broad range of regulatory obligations.

Through the integration of a number of sophisticated capabilities, Fenergo Regulatory Onboarding streamlines the compliance and data management processes to create a fully optimized client onboarding process.